Delaware Trust Officer II

Bank of America•Wilmington, DE

2d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Delaware Trust Officer II (Delaware TO II), Wilmington - The Delaware Trust Officer II (Delaware TO II) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II works closely with national Private Bank and ML Financial Advisors teams to achieve strategic objectives of the Private Wealth Management markets overall. The Delaware TO II's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware TO II works with the Private Client Advisors/Client Team or ML Financial Advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively. CTFA preferred.

Requirements

Account Management
Analytical Thinking
Attention to Detail
Client Management
Customer and Client Focus
Active Listening
Collaboration
Critical Thinking
Prioritization
Relationship Building
Mentoring
Oral Communications
Organizational Effectiveness
Problem Solving
Written Communications
High School Diploma / GED / Secondary School or equivalent

Nice To Haves

CTFA preferred

Responsibilities

administration of the Delaware IM&T book
working with the client teams to facilitate Delaware Trust Book growth
Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence

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